Johnson & Johnson $JNJ Shares Sold by Meiji Yasuda Life Insurance Co

Meiji Yasuda Life Insurance Co reduced its holdings in Johnson & Johnson (NYSE:JNJ) by 8.9% during the second quarter, HoldingsChannel reports. The institutional investor owned 23,591 shares of the company’s stock after selling 2,316 shares during the period. Johnson & Johnson comprises approximately 0.2% of Meiji Yasuda Life Insurance Co’s portfolio, making the stock its 19th largest holding. Meiji Yasuda Life Insurance Co’s holdings in Johnson & Johnson were worth $5,991,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of JNJ. Blueline Advisors LLC bought a new position in Johnson & Johnson in the fourth quarter worth about $25,000. Semmax Financial Advisors Inc. grew its holdings in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after purchasing an additional 72 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. raised its position in shares of Johnson & Johnson by 946.7% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock worth $32,000 after purchasing an additional 142 shares during the period. MidAtlantic Capital Management Inc. bought a new stake in shares of Johnson & Johnson in the 4th quarter worth approximately $37,000. Finally, Matrix Trust Co boosted its position in Johnson & Johnson by 56.2% during the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after purchasing an additional 54 shares during the period. Institutional investors own 69.55% of the company’s stock.

Key Stories Impacting Johnson & Johnson

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: At the Wells Fargo Healthcare Conference, Johnson & Johnson highlighted growth opportunities in MedTech, with cardiovascular products taking center stage. Management’s focus on high-end, innovative devices supports the company’s longer-term growth outlook. Johnson & Johnson Eyes High-End MedTech Growth as Cardiovascular Takes Center Stage
• Positive Sentiment: JNJ is preparing to present 24 abstracts at Psych Congress 2026, including pivotal Phase 3 CAPLYTA data in bipolar mania and new SPRAVATO analyses. The data could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson Neuropsychiatry Data
• Positive Sentiment: Jim Cramer characterized the recent weakness as a buying opportunity, reinforcing the view that JNJ’s defensive profile, diversified healthcare operations, and dividend appeal may attract investors during market uncertainty. Cramer Says It’s Time to Buy the Dip on JNJ
• Neutral Sentiment: Analysts and market commentary continue to view JNJ as a defensive stock ahead of inflation data and the Federal Reserve’s next rate decision. That positioning may support demand, but macroeconomic uncertainty is also increasing day-to-day volatility. Defensive Stocks Ahead of CPI and the Fed
• Negative Sentiment: JNJ recently declined more than the broader market, suggesting profit-taking or increased sensitivity to market-wide selling. With shares near their 52-week high and trading at roughly 31 times earnings, valuation may be limiting near-term upside despite solid earnings and full-year EPS guidance. Johnson & Johnson Sees a More Significant Dip Than the Broader Market

Insider Activity at Johnson & Johnson

In other news, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 87,569 shares of company stock valued at $23,064,544. Insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

JNJ has been the topic of several analyst reports. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research report on Monday, August 3rd. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Royal Bank Of Canada increased their price objective on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. Morgan Stanley lifted their price objective on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Finally, Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a research report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus target price of $272.83.

Johnson & Johnson Trading Down 0.7%

NYSE:JNJ opened at $267.20 on Thursday. The stock has a market cap of $643.93 billion, a price-to-earnings ratio of 30.96, a PEG ratio of 2.57 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $281.07. The business has a fifty day moving average of $262.88 and a 200-day moving average of $245.62.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The business had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company’s revenue was up 6.6% on a year-over-year basis. During the same period in the previous year, the business earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th were paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Johnson & Johnson Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.